Chartered Evaluators carry paid Professional Services to their clients to provide assessments & evaluation as per established norms & criteria. During delivery of such services, Evaluators have to collect pre-requisite artefacts from their clients, draft assessment or evaluation as per norms, support evaluation review and other such services. CodimBizz can be leveraged by Evaluators to manage & deliver such services to their clients.
A Chartered Evaluator firm may offer a suite of the below mentioned Professional Services, but not limited to.
- Evaluation for Individual Residence Property
- Evaluation for Community Residence Property
- Evaluation for Commercial Property
Thus an Evaluator firm as an example may have a Directors, 2 Staff servicing 100+ clients with the above mentioned professional services can leverage CodimBizz to manage the below business process.
Manage Client data | Using Client management module KYC details & documents about the client can be stored in the Documents section. Further past records with the Evaluator firm or earlier Evaluator firm of the client may be stored (in the Records section).
Manage Projects | This refers to the type of Professional Services that has defined set of steps to be performed by staff when delivering the committed Professional Services. These suite of Professional Services and their associated Task breakdown may be stored as Task Templates by The Domain Admin who has permissions for the same. Once defined it can be used to be assigned as a default set of Tasks when providing Services to clients. A Service is referred as Project in CodimBizz. Project can be assigned to operational staff by Domain Managers (who are either Director or Owner or Manager) by cloning the Task Template and then modifying if there is a need to do so. Once the Project is created it becomes available for the Domain Internal User to provide updates against the tasks of a Project as part of Executing the Project. They can provide Text & Document updates against the task performed as part of the Project. Once a Project is fully completed, select Documents pertaining to the execution of Project may be uploaded to ‘Records’ as part of client KYC details. All tasks do not require Review and this can be flagged in the Task Template.
Manage Settlement | An Evaluator firm may have defined payment windows with their client. For some it may be Monthly / Periodically or Adhoc. CodimBizz supports generating of Invoice for the Project selected and added to the respective Invoice. Tax commitments of the Evaluator firm can also to be incorporated as mandated by Law.
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